Crown Wealth Group, LLC Vaneck ETF Tr Semiconductor Et Transaction History

Crown Wealth Group, LLC

$221 Million
Q4 2024

A detailed history of Crown Wealth Group, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Crown Wealth Group, LLC holds 13,741 shares of SMH stock, worth $2.92 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

13,741

Previous 13,384 2.67%

Holding current value

$2.92 Million

Previous $3.29 Million 1.28%

% of portfolio

1.5%

Previous 1.56%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$238.25 - $261.28 $85,055 - $93,276	357 Added 2.67%	13,741 $3.33 Million
Q3 2024 Nov 13, 2024	SELL	$211.47 - $281.27 $740,567 - $985,007	-3,502 Reduced 20.74%	13,384 $3.29 Million
Q2 2024 Jul 26, 2024	BUY	$199.21 - $276.76 $265,746 - $369,197	1,334 Added 8.58%	16,886 $4.4 Million
Q1 2024 May 01, 2024	BUY	$164.99 - $234.17 $223,396 - $317,066	1,354 Added 9.54%	15,552 $3.5 Million
Q4 2023 Jan 23, 2024	BUY	$137.46 - $175.86 $325,230 - $416,084	2,366 Added 20.0%	14,198 $2.48 Million
Q3 2023 Oct 25, 2023	BUY	$140.7 - $160.62 $1.66 Million - $1.9 Million	11,832 New	11,832 $1.72 Million
Q2 2022 Jul 25, 2022	SELL	$101.86 - $134.9 $760,690 - $1.01 Million	-7,468 Closed	0 $0
Q1 2022 Jul 13, 2022	BUY	$119.35 - $157.8 $281,666 - $372,408	2,360 Added 46.2%	7,468 $2.02 Million
Q4 2021 Jul 13, 2022	BUY	$124.9 - $158.28 $637,989 - $808,494	5,108 New	5,108 $1.58 Million

Others Institutions Holding SMH

# of Institutions

1,110

Shares Held

48.7M

Call Options Held

21.1M

Put Options Held

30.1M

View Full List

About VANECK ETF TR SEMICONDUCTOR ET

Ticker SMH
Sector ETFs
Industry ETFs

More about SMH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crown Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crown Wealth Group, LLC with notifications on news.

Account

Crown Wealth Group, LLC Vaneck ETF Tr Semiconductor Et Transaction History